Offshore
Photo
Read
RT @NTFabiano: Your brain doesn't care about your intentions.
It cares about your repetitions.
Repetition shapes your reality. https://t.co/tOvE3OqyMz
tweet
RT @NTFabiano: Your brain doesn't care about your intentions.
It cares about your repetitions.
Repetition shapes your reality. https://t.co/tOvE3OqyMz
tweet
Read
RT @drishanshaha: @NTFabiano Do something often enough, your brain stops asking - it assumes that’s who you are.
Identity change happens.
That’s why change feels unnatural at first - you’re rewriting code.
tweet
RT @drishanshaha: @NTFabiano Do something often enough, your brain stops asking - it assumes that’s who you are.
Identity change happens.
That’s why change feels unnatural at first - you’re rewriting code.
tweet
Offshore
Photo
Ahmad
it’s been 56 hours since the SF elevator incident
here’s 11 things that taught me about managing risks at a B2B SaaS
🧵 https://t.co/xfst6xaLIW
tweet
it’s been 56 hours since the SF elevator incident
here’s 11 things that taught me about managing risks at a B2B SaaS
🧵 https://t.co/xfst6xaLIW
tweet
Offshore
Photo
Read
RT @escvel0city11: Bringing back this old gem that was my lock screen for a while as a reminder to self https://t.co/IZkcgLE6VS
tweet
RT @escvel0city11: Bringing back this old gem that was my lock screen for a while as a reminder to self https://t.co/IZkcgLE6VS
It once again appears the key to outperformance is buying names with growing revenue and ignoring everything else https://t.co/EygfxZzXCK tweet
Offshore
Photo
Yellowbrick Investing
In the last couple of months we’ve had a prominent CEO and prominent VC both patting themselves on the back for stock calls that have massively underperformed the market lol
tweet
In the last couple of months we’ve had a prominent CEO and prominent VC both patting themselves on the back for stock calls that have massively underperformed the market lol
Called it. https://t.co/ReQWyKiHXp tweet
Offshore
Photo
Read
RT @HelixCapital_: Thesis playing out very well! $MU SK Hynix continue to deliver stellar numbers, still puzzling to me how they trade at high single / low double digit PEs at a time when other AI infra plays trade at insane multiples with similar growth.
tweet
RT @HelixCapital_: Thesis playing out very well! $MU SK Hynix continue to deliver stellar numbers, still puzzling to me how they trade at high single / low double digit PEs at a time when other AI infra plays trade at insane multiples with similar growth.
Memory looks to be an excellent theme for 2025. $MU and SK Hynix already + 25% and +30% YTD respectively; still trading at very reasonable valuations IMO. tweet
X (formerly Twitter)
Helix Capital (@HelixCapital_) on X
Memory looks to be an excellent theme for 2025. $MU and SK Hynix already + 25% and +30% YTD respectively; still trading at very reasonable valuations IMO.
Offshore
Photo
Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $KER.PA, $ICAD.PA, $FTK.DE, $RIEN.SW, $HEIA.AS, $4X0.DE, $DSY.PA, $ADS.DE, $OR.PA, $SAP.DE, $MTX.DE, $TMV.DE, $STMPA.PA, $ROVI.MC
@LogicalThesis - $DCTH
@TheParadoxIntel - $RBLX https://t.co/t58SEghbhp
tweet
Added 59 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $KER.PA, $ICAD.PA, $FTK.DE, $RIEN.SW, $HEIA.AS, $4X0.DE, $DSY.PA, $ADS.DE, $OR.PA, $SAP.DE, $MTX.DE, $TMV.DE, $STMPA.PA, $ROVI.MC
@LogicalThesis - $DCTH
@TheParadoxIntel - $RBLX https://t.co/t58SEghbhp
tweet